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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,587 | $39,245+85.0% | $64,105+13.2% | $52,331+38.7% |
| Participation rate | 39.0% | 58.2%-19.2pp | 68.2%-29.1pp | 68.1%-29.1pp |
| Annual return | 0.07% | 14.79%-14.7pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,071 | $1,992+4.0% | $2,822-26.6% | $3,022-31.5% |
| Admin fee / account holder | $2,196 | $592+270.6% | $4,499-51.2% | $592+271.2% |